A customized solution for your specific needs

A portfolio manager of Hoch Capital develops a written agreement known as an Investment Policy Statement (IPS) that takes into account your specific needs.

In this document, we will define your true needs, goals and current financial position. We will also assess your assets and determine how involved you would like to be in the investment process. This also provides us with all the information we need to create a comprehensive investment plan for you.
Your IPS is the basis upon which your portfolio manager selects an appropriate mix of investments and makes discretionary adjustments to your portfolio.

Defining your investment objectives, establishing your risk tolerance and understanding your investment time horizon are key components in developing an effective investment strategy best suited for you.

Your IPS is a key component of your personal investment strategy. Keeping us informed of significant changes in your circumstances or goals will help ensure that we re-evaluate and adjust your strategy accordingly.

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